James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity and TIAA-CREF prior to joining Soltis Investment Advisors in 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative due diligence across a range of asset types.

Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Empower Financial Services, Discover, Mutual of Omaha, and Wells Fargo. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary financial advice and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and benefits from its affiliation with Principal Financial Group entities, providing access to proprietary products and coordinated supervision.

Erin Goergen is a CFP® professional with 19 years of industry experience, currently serving with Dynamic since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an Independent Agent with Paid Direct for insurance and annuity products. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and practice-support solutions, emphasizing both client-specific investment strategies and support for other advisers through technology and outsourcing arrangements.

Michael Melby is a financial advisor at PFG Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, where he also served in executive roles. Melby has maintained a long-term involvement in insurance sales spanning over two decades. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves both firm-developed model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs, supported by fundamental, technical, and cyclical analysis.

Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Arete Wealth Advisors since 2023. Prior to this, he was with Center Street Advisors, Inc. and has operated his own tax and retirement planning business since 2010. Roberts is also an adjunct faculty member at Grand Canyon University, teaching a business course. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Theron Hall Jr. is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of experience in the financial industry and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to deliver tailored investment solutions.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Michael Eberhardt Jr. is an advisor at Encompass More Asset Management LLC with Series 63 and Series 65 credentials. He has prior experience at JPMorgan and State Farm and has been with his current firm since 2026. He is also involved with Lifetime Solutions LLC dba Retirement-Right. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients, managing roughly $985 million across about 4,000 clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers and offers access to a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.

Steven Klimke is a Series 65 licensed advisor with United Advisor Group, based in Gilbert, AZ, and has one year of experience in the financial industry. Prior to his current role, he worked in mortgage-related positions, including at Nexa Mortgage and Amerifirst Financial. In addition to financial advising, he is involved part-time as a mortgage planning and loan referral officer. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base, including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing and multiple analysis techniques, managing assets through proprietary models, third-party sub-advisors, or custom accounts tailored to client needs.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including NEXT Financial Group and operates Reid Simpson, PLLC, where he is involved in residential real estate sales in Arizona. Simpson is also a founding member of GolfCourseHomes.com, LLC, which provides marketing services for real estate agents. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts, using discretionary portfolio management and model-based strategies. The firm serves a broad client base and incorporates a wide range of investment instruments, including equities, ETFs, fixed income, and alternative products, along with operational practices such as AI tools and household account aggregation.